ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH...
Transcript of ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH...
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ROUND TABLE: MARKET
ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS
Author :Willy Ank Morais
Usiminas-CubatãoUNISANTAABM
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MESA REDONDA: MERCADO
ATUALIDADES NA DINÂMICA DOS METAIS E PRODUTOS METALÚRGICOS: COMMODITIES VERSUS PRODUTOS DE ELEVADO VALOR AGREGADO
Autor :Willy Ank Morais
Usiminas-CubatãoUNISANTAABM
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Objetivo
• Oferecer aos participantes do 10o ENEMET como tem se comportado o cenário no setor metalúrgico:
– as movimentações ocorridas e – as conseqüências tanto para o nosso meio – os impactos no nosso dia-a-dia de todos nós,
como usuários de bens de consumo.
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Introdução
• Nos últimos anos o mercado mundial de metais têm sido sacudido por grandes variações de preços e movimentos de compra e venda de metais, a maioria negociado em bolsas de valores.
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Introdução
• Além disso, os principais insumos para a produção dos produtos metalúrgicos têm sido objeto de importantes negociações...
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Introdução
...acompanhadas de perto não só pelo mercado, mas também pelos engenheiros responsáveis pelo desenvolvimento, produção e aplicação de produtos metalúrgicos.
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Commodity
• Commodity é um termo de língua inglesa que, como o seu plural commodities:
– significa mercadoria, é utilizado nas transações comerciais de produtos de origem primária nas bolsas de mercadorias.
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Commodity
• Usada como referência aos produtos de base com as seguintes características:
– estão no estado bruto ou com pequeno grau de industrialização,
– de qualidade quase uniforme, – produzidos em grandes quantidades e– por diferentes produtores.
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Commodity
• Tipos:– Agrícola. Ex. café, trigo, soja;– Recursos pesqueiros. Ex. peixes, lulas,
crustáceos, ostras;– Financeira. Ex. dólar, euro; real– Ambiental. Ex. água, créditos de carbono– Recursos energéticos. Ex. energia elétrica
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Commodity
• Tipos:– Química. Ex. ácido sulfúrico, sulfato de
sódio– Mineral. Ex. petróleo;minério de ferro.– Metais. Ex. ouro; prata; cobre...
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Commodities
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Commodity versus produtos: preços
II Conferência Anual – Siderurgia Brasileira, Nov. 2006.
![Page 13: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/13.jpg)
Commodity versus produtos: preços
http://www.lme.com/non-ferrous/index.asp
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Commodity versus produtos: preços
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Commodity versus produtos: preços
II Conferência Anual – Siderurgia Brasileira, Nov. 2006.
![Page 17: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/17.jpg)
Commodity versus produtos: preços
II Conferência Anual – Siderurgia Brasileira, Nov. 2006.
![Page 18: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/18.jpg)
Commodity versus produtos: preços
II Conferência Anual – Siderurgia Brasileira, Nov. 2006. /
![Page 19: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/19.jpg)
Commodity versus produtos: preços
II Conferência Anual – Siderurgia Brasileira, Nov. 2006.
![Page 20: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/20.jpg)
Commodity versus produtos: preços
II Conferência Anual – Siderurgia Brasileira, Nov. 2006.
![Page 21: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/21.jpg)
Commodity versus produtos: preços
II Conferência Anual – Siderurgia Brasileira, Nov. 2006.
![Page 22: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/22.jpg)
Commodity versus produtos: preços
II Conferência Anual – Siderurgia Brasileira, Nov. 2006.
![Page 23: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/23.jpg)
Demandas versus mercado
http://www.lme.com/downloads/eringsider/Ringsider_-_Metals_2009_-_Aluminium_-_Always_the_Laggard.pdf
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Demandas versus mercado
http://www.lme.com/downloads/eringsider/Ringsider_-_Metals_2009_-_Aluminium_-_Always_the_Laggard.pdf
![Page 25: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/25.jpg)
Composição de preços
• Produtos que não são commodity sofrem influência pela variação de preço destas matérias-primas...
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Composição de preços
...como é o caso do aço.
– Aço Plano: • 1 tonelada de aço plano 1,5 a 2 toneladas de
minério de ferro/calcário + 1 tonelada de carvão/coque
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Composição de preços
...como é o caso do aço.
– Aço Longo: • 1 tonelada de aço longo 1,05 toneladas de
sucata/ferro gusa
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Composição de preços
...como é o caso do aço.
– Aço Inoxidável: • 1 tonelada de aço especial 1,5 a 2 toneladas
de minério de ferro + 0,5 ton. de carvão/coque + 0,5 ferro ligas (níquel/cromo).
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Composição de preços
• Exemplo de formação de preço versus demanda:
– Aço carbono
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Composição de preços
PREÇOS MINÉRIO DE FERRO 2009-2010
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Composição de preços
PREÇOS BOBINAS A QUENTE
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Composição de preços
PREÇOS BOBINAS A QUENTE
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Composição de preços
• Exemplo de formação de preço versus demanda:
– Aço inoxidável
![Page 34: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/34.jpg)
Commodity versus produtos: preços
http://www.lme.com/downloads/eringsider/Ringsider_-_Metals_2009_-_Nickel_-_Saluting_Recovery.pdf
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Commodity
http://www.lme.com/downloads/eringsider/Ringsider_-_Metals_2009_-_Nickel_-_Saluting_Recovery.pdf
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Commodity
http://www.lme.com/downloads/eringsider/Ringsider_-_Metals_2009_-_Nickel_-_Saluting_Recovery.pdf
![Page 37: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/37.jpg)
Consequência estratégica
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Consequência estratégica
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Consequência estratégica
• Deslocamento geográfico da produção de aço bruto:
– Parte quente: próxima à matéria prima.– Parte fria: próxima ao mercado
consumidor.– Semi-acabados: é o segmento mais
dinâmico do mercado global.
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Consequência estratégica
• Deslocamento geográfico da produção de aço bruto:
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Consequência estratégica
• Deslocamento geográfico da produção de aço bruto:
– Brasil possui vantagens competitivas inequívocas;
– Custos de produção brasileiros entre os menores do mundo;
– Exportar placas - investimento ou parcerias com empresas laminadoras no exterior.
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Consequência estratégica
• Custo de produção de semi-acabados:
CRU – UNIBANCOII Conferência Anual – Siderurgia Brasileira, Nov. 2006.
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Realidade Brasileira
• O país é um grande exportador de minério de ferro
• Cerca de ¼ de todo o minério de ferro utilizado no mundo é brasileiro
• Os preços desta matéria-prima são governados por cotações internacionais (fora do país)
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Evolução dos preços
PREÇOS BOBINAS A FRIO
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Evolução dos custos
PREÇOS COQUE METALÚRGICO
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Evolução dos custos
PREÇOS MINÉRIO DE Fe
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• Cotação dólar norte-americano versus real:
Evolução dos custos
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• Cotação dólar norte-americano versus real recente:
Evolução dos custos
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• As importações avançaram:
Consequência recente
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• As importações continuarão ?• Como será a evolução das demandas
futuras (pré-sal, eventos, PAC, etc...) ?• Competitividade de preços e evolução
tecnológica caminharão lado-a-lado ?• Mão de obra especializada:
conseguiremos atender ?
Principais questões para debate
![Page 51: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/51.jpg)
• As importações continuarão ?• Como será a evolução das demandas
futuras (pré-sal, eventos, PAC, etc...) ?• Competitividade de preços e evolução
tecnológica caminharão lado-a-lado ?• Mão de obra especializada:
conseguiremos atender ?
Principais questões para debate
![Page 52: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/52.jpg)
• As importações continuarão ?• Como será a evolução das demandas
futuras (pré-sal, eventos, PAC, etc...) ?• Competitividade de preços e evolução
tecnológica caminharão lado-a-lado ?• Mão de obra especializada:
conseguiremos atender ?
Principais questões para debate
![Page 53: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/53.jpg)
• As importações continuarão ?• Como será a evolução das demandas
futuras (pré-sal, eventos, PAC, etc...) ?• Competitividade de preços e evolução
tecnológica caminharão lado-a-lado ?• Mão de obra especializada:
conseguiremos atender ?
Principais questões para debate
![Page 54: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/54.jpg)
• Estamos vivendo um momento atípico:
– Crescimento nacional e mundial– Demanda em alta (emprego)– Instabilidade ficando para trás (?)– Novas oportunidades (automobilística, pré-
sal, eventos, infraestrutura...)– Novos desafios (importados)
Conclusões
![Page 55: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/55.jpg)
• A crise recente abriu ou ressaltou:– novos cenários que exigem novas formas
de pensar,– novos desafios que precisam de novas
soluções,– necessidade de renovação.
• O mercado ainda será ainda mais complexo e dinâmico
Conclusões
![Page 56: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/56.jpg)
![Page 57: ROUND TABLE: MARKET ACTUALITIES ON METALS AND METALLURGICAL PRODUCT DYNAMICS: COMMODITIES X HIGH VALUE PRODUCTS Author : Willy Ank Morais Usiminas-Cubatão.](https://reader036.fdocuments.us/reader036/viewer/2022062418/552fc12b497959413d8d0e6f/html5/thumbnails/57.jpg)
Obrigado...